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Meritage Group’s Baxter International BAX Stock Holding History

Meritage Group’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,594
Closed -$209K – 33
2021
Q3 		$209K Buy
+2,594
New +$205K ﹤0.01% 29
2021
Q1 		– Sell
-2,637
Closed -$212K – 37
2020
Q4 		$212K Sell
2,637
-1,075
-29% -$85.2K ﹤0.01% 33
2020
Q3 		$299K Buy
+3,712
New +$312K 0.01% 25

Other funds holding BAX

Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Meritage Group's BAX Position: Q4 2021 in Review

Meritage Group sold out of Baxter International (BAX) in Q4 2021, closing a stake of 2,594 shares — an estimated $209K sold.

Meritage Group first reported a position in BAX in Q3 2020 and held it in 3 quarters. The position peaked at $299K in Q3 2020. 1,159 funds tracked by Wall St. Rank hold BAX as of Q4 2021.

  • Meritage Group reported no remaining Baxter International position as of Q4 2021 after selling out during the quarter.
  • Meritage Group sold 2,594 Baxter International shares in Q4 2021, an estimated $209K.
  • Meritage Group first reported a position in Baxter International in Q3 2020 and held it in 3 quarters.
  • Meritage Group's Baxter International position peaked at $299K in Q3 2020.
  • 1,159 funds tracked by Wall St. Rank held Baxter International as of Q4 2021.

Based on Meritage Group's 13F filing for Q4 2021, filed 11 Feb 2022.